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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,924 | $103,000-42.8% | $90,300-34.7% | $152,885-61.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.95% | 95.19%-75.2pp | 78.11%-58.2pp | 345.39%-325.4pp |
| Employer contribution / active EE | $2,659 | $3,138-15.3% | $2,854-6.8% | $4,763-44.2% |
| Participant deferral / active EE | $5,782 | $4,281+35.1% | $3,884+48.8% | $5,851-1.2% |
| Admin fee / account holder | $707 | $6,173-88.5% | $5,353-86.8% | $11,598-93.9% |